Customer Success Executive (Financial Services)

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users,  agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in  Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100  countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA. We’re proud to be recognized by top industry analysts as a Leader and Strong Performer in multiple Gartner and Forrester reports. In 2025, Creatio was named to Inc.’s Best Workplaces list, recognizing our commitment to employee wellbeing and a strong workplace culture.Who We’re Looking For:We are looking for an Customer Success Executive with Financial Services experience, who will be working with the LATAM Market. Responsibilities: Maintain and develop long-term relationships with strategic customers of the Corporate & Enterprise segment across the US region.Act as a trusted advisor of assigned accounts and communicate with them on different levels, including C-level executives.Control and audit delivery processes in implementation projects for Corporate & Enterprise customers, identify early red flags to prevent delivery and launch-related issues.Help customers achieve their desired outcomes, value realization, and high ROI.Grow customers' portfolio through zero churn and active cross and upsells.Maintain a h